See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,573 | $80,717-3.9% | $154,803-49.9% | $84,808-8.5% |
| Participation rate | 31.3% | 66.8%-35.6pp | 78.1%-46.8pp | 68.3%-37.1pp |
| Annual return | 20.24% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,505 | $2,761-45.5% | $4,305-65.0% | $2,631-42.8% |
| Participant deferral / active EE | $4,561 | $3,303+38.1% | $5,540-17.7% | $4,212+8.3% |
| Admin fee / account holder | $1,322 | $6,746-80.4% | $14,329-90.8% | $7,344-82.0% |